Our client located in
Nashville, TN is seeking an
Executive Assistant to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the
investment industry!
The
Executive Assistant is a
permanent opportunity with a fully onsite schedule.
Responsibilities:
Administrative Duties- Provide administrative assistance, such as writing and editing emails, answering the phone, preparing communications, and responding to clients on the Principal's behalf.
- Maintain CP calendar and personal family calendar. Schedule meetings and phone calls with clients and add to personal schedule as needed.
- Run errands as requested.
- Communicate with clients, vendors and friends on behalf of the Principal. This could include handwritten notes, emails or phone calls.
- Coordinate travel arrangements for the Principal both personal and business trips.
- Manage the licensing requirements for the Principal.
- Be proactive in anticipating needs for meetings, food, errands, phone calls and travel.
- Protect the Principals time by answering and resolving questions and issues before bringing them to the Principal.
- Performing administrative duties that allow the Principal to work more efficiently and effectively with the clients.
Insurance Coordinator Duties- Handle all insurance matters from initial application through receipt of the policy for clients.
- Work directly with Insurance agents to make changes to policies, confirm renewals, obtain quotes on and secure new coverage, cancel policies, etc. for clients.
- Work with Fiscal Client Controller to be sure all policies are current, and premiums paid.
- Assist in determining the appropriate type of insurance policies that should be maintained by clients such as, homeowners, renters, condo/dwelling, umbrella, auto watercraft, schedule items, gun equine, disability, life, long-term care, workers comp for domestic employees, etc.
General CP and client services/duties- Back up to Office Manager in answering phones and managing the door
- Assist with specific clients' needs at direction of Principal
- Schedule, coordinate, and prepare presentations for annual Board meeting of specific client's foundation
- Coordinate annual gifts to charities for various clients at direction of Principal
Qualifications:- High School Diploma or equivalent required, some college preferred
- 3-5 years' experience as an administrative assistant
- Have strong knowledge of administrative and clerical procedures
- Achieved solid experience with computers and be proficient with MS Office- Word, Excel, Outlook.
- Possess very strong written and verbal communication skills
- High attention to detail
- Good time management skills and ability to meet deadlines
- Strong problem-solving skills with confident decision making
- Proactive and quick work pace
- A curious mindset when approaching new tasks
- Accurate and timely follow-up to tasks
- Must be reliable
- Must be able to maintain confidentiality
Culture/Benefits:- We are mostly "in office" but there are 24 Remote workdays to be used at their discretion and 16 PTO days/ year.
- They are eligible for a matching 401 K (up to 6.5% company match if employee contributes the full eligible amount.)
- As for Health Insurance, CP now pays 50% of the "employee only" cost for plan 1. (Roughly amounts to $250-300.)
- There are also 8 paid holidays.
Job Title: Executive Assistant
Opportunity: PERM
Location: Onsite Nashville, TN
Salary: $75-80k
